Hot on the heels of our Periodic Review update last week, we have added a new section to the main Suitability Report template to cater for the consideration of Pathway Investments within a retirement recommendation.
Whilst we are certain there is no regulatory requirement to mention Pathway Investments within a suitability report, we understand there are firms who would like to note their consideration under certain circumstances. Our sister firm ATEB Compliance has provided the following articles regarding Investment Pathways:
Template Change Detail
Main Suitability Report
|Change at a glance
|Addition of Pathway Investments text.
|Retirement Plans → Further Considerations → Pathway Investments
|Descriptive text for Pathway Investments has been catered for within the Retirement Plans page of the main Suitability Report template.
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